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Sagespring Wealth Partners’s BHP BHP Stock Holding History

Sagespring Wealth Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
15,953
+1,164
+8% +$82.3K 0.02% 289
2025
Q4 		$893K Buy
14,789
+1,161
+9% +$66K 0.02% 328
2025
Q3 		$760K Buy
13,628
+3,149
+30% +$168K 0.01% 355
2025
Q2 		$504K Sell
10,479
-695
-6% -$33.4K 0.01% 439
2025
Q1 		$542K Buy
11,174
+4,557
+69% +$227K 0.01% 367
2024
Q4 		$323K Buy
+6,617
New +$360K 0.01% 460

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagespring Wealth Partners's BHP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its BHP (BHP) stake by 7.9% in Q1 2026, buying an estimated $82.3K and bringing the position to 15,953 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #289.

Sagespring Wealth Partners first reported a position in BHP in Q4 2024 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • Sagespring Wealth Partners held 15,953 shares of BHP worth $1.16M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,164 BHP shares in Q1 2026, an estimated $82.3K.
  • BHP made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #289 holding.
  • Sagespring Wealth Partners first reported a position in BHP in Q4 2024 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.